Member Services Advisor — Grow Your Career & Impact

Navigant Credit Union; Smithfield (RI); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

Salary incentives

Comprehensive benefits

Career development

Work-life balance

Job summary

Navigant Credit Union seeks a Member Service Advisor to deliver high-quality service to our members in Rhode Island. You will build relationships, guide members through products, and collaborate with branch teams to deepen connections.

Responsibilities include processing transactions, addressing inquiries, and referring clients to wealth management as appropriate. A strong focus on confidentiality, customer care, and teamwork drives success in this role.

Qualifications

• 2+ years of experience in member service, operations, or call center.
• Excellent verbal, written, and interpersonal communication.
• Strong organizational, analytical, and multi-tasking abilities.
• Proficient with Microsoft Word, Excel, PowerPoint, and Outlook; banking software a plus.
• Ability to maintain confidentiality and provide high-quality service.

Responsibilities

• Develop meaningful relationships to understand members' financial picture and goals.
• Process transactions and resolve member inquiries with care and accuracy.
• Promote Credit Union products and refer to wealth management as appropriate.
• Collaborate with branch team and business partners to deepen member relationships.
• Assist with other member services and administrative tasks as assigned.

Skills

Relationship Building

Customer Service

Communication

Organizational Skills

Tech Savvy

Spanish (Bilingual)

Education

High school diploma or GED

Tools

Microsoft Word

Excel

PowerPoint

Outlook

Banking software

Job description

Navigant Credit Union seeks a Member Service Advisor to deliver high-quality service to our members in Rhode Island. You will build relationships, guide members through products, and collaborate with branch teams to deepen connections.

Responsibilities include processing transactions, addressing inquiries, and referring clients to wealth management as appropriate. A strong focus on confidentiality, customer care, and teamwork drives success in this role.